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iShares S&P Small-Cap 600 Growth ETF

463 hedge funds and large institutions have $3.35B invested in iShares S&P Small-Cap 600 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 25

53% more funds holding in top 10

Funds holding in top 10: 1726 (+9)

42% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 117

22% more capital invested

Capital invested by funds: $2.74B → $3.35B (+$608M)

20% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $1.64M

8% more funds holding

Funds holding: 430463 (+33)

3.39% more ownership

Funds ownership: 107.52%110.91% (+3.4%)

Holders
463
Holders Change
+33
Holders Change %
+7.67%
% of All Funds
10.6%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.6%
New
61
Increased
166
Reduced
117
Closed
25
Calls
$1.97M
Puts
$1.64M
Net Calls
+$329K
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$10.8M +$2.9M +31,600 +38%
NAM
52
North American Management
Massachusetts
$10.7M -$17.1K -186 -0.2%
DY
53
Dowling & Yahnke
California
$10.2M -$348K -3,788 -3%
WGCA
54
Wolf Group Capital Advisors
Virginia
$10.2M +$21.5M +234,378 +2,321%
Truist Financial
55
Truist Financial
North Carolina
$10.2M -$141K -1,536 -1%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$9.7M -$142K -1,552 -1%
PFPT
57
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.7M +$771K +8,400 +9%
IA
58
IndexIQ Advisors
New York
$9.42M +$506K +5,510 +6%
PFA
59
Pinnacle Family Advisors
Missouri
$9.38M +$9.11M +99,258 New
CAL
60
Capital Advisors Ltd
Ohio
$9.33M +$176K +1,922 +2%
CA
61
Centerpoint Advisors
Massachusetts
$9.32M -$6.94M -75,652 -43%
BWFA
62
Baltimore-Washington Financial Advisors
Maryland
$8.63M +$714K +7,782 +9%
PA
63
Probity Advisors
Texas
$8.52M -$407K -4,434 -5%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$7.71M +$4.34M +47,300 +138%
FMC
65
First Merchants Corp
Indiana
$7.51M +$12.1K +132 +0.2%
MA
66
MUFG Americas
New York
$7.37M -$378K -4,114 -5%
Franklin Resources
67
Franklin Resources
California
$7.35M -$5.51K -60 -0.1%
US Bancorp
68
US Bancorp
Minnesota
$7.28M +$301K +3,274 +4%
Mariner
69
Mariner
Kansas
$7.06M +$236K +2,570 +4%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$6.87M
FHB
71
First Hawaiian Bank
Hawaii
$6.8M -$555K -6,050 -8%
ASN
72
Advisory Services Network
Georgia
$6.63M +$4.3M +46,880 +237%
CSA
73
Cottage Street Advisors
Massachusetts
$6.37M -$11.6K -126 -0.2%
Jane Street
74
Jane Street
New York
$6.28M -$3.53M -38,502 -37%
PHAM
75
Palisades Hudson Asset Management
Florida
$6.23M -$245K -2,666 -4%

IJT Hedge Fund Activity: Q2 2018 in Review

463 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2018, worth a combined $3.35B — up 22% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IJT positions and 25 closed out — a net gain of 36 holders — while 166 added to existing stakes and 117 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $69.3M. The largest seller was JP Morgan Chase, cutting an estimated $25.8M.

  • 463 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2018, up from 430 in Q1 2018.
  • Funds reported $3.35B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2018, up 22% quarter-over-quarter.
  • 61 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2018 and 25 closed out, a net change of +36 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $69.3M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2018 was JP Morgan Chase, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2018.